证券代码：301559 证券简称：中集环科 2025 年，国务院常务会议指出要持续推动物流降本提质增效， 加快建设供需适配、内外联通、安全高效、智慧绿色的现代物流体系， 深化货物运输结构调整，加强多式联运管理制度、规则标准协调衔接。 罐式集装箱与传统的装载运输方式相比，具有安全可靠、运输灵 活、快捷便利、经济实用、绿色环保等方面的优势，促进了化工物流 的高效运输。 2025 年前三季度，公司罐式集装箱业务保持发展韧性，市场份 额稳居首位，罐式集装箱营业收入 131,324.42 万元。 中集安瑞环科技股份有限公司 投资者关系活动记录表 编号：2025-013 | | ☑特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | 别 | □新闻发布会 □路演活动 | | | □现场参观 | | | □其他 _________ | | 活动参与人员 | 上海赢仕投资管理有限公司 李柯兵 | | | 蜂投财富管理有限公司 陈正标 | | | 上海国科龙晖私募基金管理有限公司 姜俊峰 | | | 北京疆亘星能国际投资有限公司 胡保才 | | | 九一私募基金 ...

精准把脉，夯实降本增效数据基础。为科学评估物流成本结构，积极配合泰安市商务局物流产业发展服 务中心、省交通运输协会组织开展的全市企业物流成本调查工作，筛选形成产业链50家样本企业名录， 覆盖新材料、高端制造等重点行业领域，通过座谈、实地察看现场、填写调查问卷等方式，全面了解企 业采购、销售、回收、仓储等环节的物流业务与成本情况，帮助企业精准识别成本优化空间，为全市物 流体系精细化管理和效率提升奠定了坚实基础。 项目引领，筑牢物流基础设施支撑。物流项目的快速推进是提升效能的关键抓手。目前，新材料产业链 山东汇达海鸿物流有限公司速恒物流园项目、泰安腾飞实业有限公司新泰分公司智慧物资存储检修厂房 等物流项目已全面开工建设，项目依托智能化仓储、自动化分拣等先进技术，将大幅提升区域物流集散 与配送能力，为新材料企业提供高效、低成本的仓储与运输服务，进一步强化产业链供应链韧性。 融合创新，推动两业协同转型升级。为推动制造业与物流业深度融合，通过举办跨境电商赋能培训等对 接交流活动，有效整合了驻泰高校智力资源与外贸企业需求，助力企业打通国际物流通道，提升跨境供 应链效率。市、县专班积极组织链上企业参加全市现代物流业降本增效 ...

Core Insights - The total logistics cost in China for the first three quarters reached 14.2 trillion yuan, with a growth rate decrease of 0.6 percentage points compared to the first half of the year [1] - The ratio of logistics costs to GDP is 14.0%, down 0.1 percentage points year-on-year, indicating progress in optimizing logistics structure and enhancing supply chain efficiency [1][2] - The reduction in logistics costs is expected to alleviate the financial burden on the real economy, particularly benefiting small and medium-sized enterprises [2] Logistics Cost and Economic Impact - The decrease in logistics costs is equivalent to a savings of approximately 100 billion yuan, allowing enterprises to allocate more funds for technology research and market expansion [2] - There is a notable growth in logistics volume for high-end manufacturing sectors, such as industrial control computers and 3D printing equipment, which increased by over 30% [2] - The optimization of the logistics system supports the construction of a unified national market by reducing regional circulation barriers and promoting efficient resource allocation [2] Challenges and Systematic Reforms - Despite the progress, challenges remain, including the contradiction between low costs in single logistics segments and high overall operational costs [2] - Small and medium-sized logistics enterprises face significant financial pressures, which may impact their long-term competitiveness [2] - Compared to developed countries, there is still room for improvement in the ratio of logistics costs to GDP in China [2] Future Directions for Logistics Development - Continuous efforts to reduce logistics costs should focus on establishing integrated circulation rules and standards, enhancing the connectivity of the logistics system [3] - There is a need to optimize logistics network distribution and improve infrastructure in rural areas [3] - Technological innovation, including the integration of artificial intelligence and open logistics data, is essential for advancing the logistics system [3] - The initiative to lower logistics costs is crucial for the construction of a unified national market, enhancing industrial competitiveness, and ensuring smooth national economic circulation [3]

Core Insights - The recent State Council meeting emphasized the need to continuously reduce logistics costs and improve quality and efficiency, aiming to build a modern logistics system that is adaptable, interconnected, safe, efficient, smart, and green [1] Group 1: Logistics Cost and Efficiency - The social logistics cost as a percentage of GDP has decreased to 14% in the first half of the year, down 0.1 and 0.2 percentage points from the previous quarter and the same period last year, indicating improved logistics efficiency [1] - The demand for logistics services is being bolstered by the steady decline in logistics costs, with new order indices in various transport sectors, including rail, road, air, multimodal transport, and express delivery, showing a month-on-month increase of over 0.5 percentage points in September [1] - In the first three quarters of this year, China's express delivery volume reached 1,450.8 billion items, reflecting a year-on-year growth of 17.2%, highlighting the rapid development of the express delivery sector [1] Group 2: Challenges and Future Goals - A significant challenge remains in the logistics sector, where low costs in single segments contrast with high costs across the entire supply chain. The goal is to reduce the logistics cost-to-GDP ratio to around 13.5% by 2027 [2] - Enhancing supply capacity is crucial for improving the overall competitiveness of the logistics industry, necessitating innovation in technology, products, and services to meet the demands of industrial and consumption upgrades [2] - The construction of a modern delivery logistics system and a comprehensive transportation network is essential for improving conversion efficiency and creating a high-efficiency operational system that allows for seamless intermodal and inter-regional logistics [2] Group 3: Policy and Market Environment - The development of a unified, efficient, and competitively orderly logistics market is vital for reducing costs and improving quality. Current multi-modal transport levels have increased but still lag behind international standards due to institutional barriers [3] - Collaboration among relevant departments and local governments is necessary to strengthen policy support and ensure the availability of land and resources for infrastructure projects like dedicated railway lines [3] - Initiatives such as implementing a unified bill of lading for multi-modal transport and expanding pilot programs for container transport are essential for enhancing logistics efficiency [3]

Group 1: Logistics and Supply Chain - The meeting emphasized the importance of logistics in facilitating domestic circulation and developing a modern industrial system, calling for continuous efforts to reduce costs and improve efficiency in logistics [1] - There is a push to accelerate the construction of a modern logistics system that is safe, efficient, and integrates digital infrastructure, with a focus on enhancing multi-modal transport management [1] - Increased investment in logistics warehousing facilities is necessary, along with the optimization of layout and functionality to support the logistics sector [1] Group 2: Green Trade Development - The development of green trade is identified as a key measure to optimize trade, achieve carbon neutrality goals, and build a strong trading nation [2] - There is a need to enhance the green low-carbon development capabilities of foreign trade enterprises and promote green design and production practices [2] - Establishing a standard system for green low-carbon products, technologies, and services that aligns with international standards is a priority [2] Group 3: Agricultural Production - The meeting noted that grain production is expected to achieve another bumper harvest this year, with sufficient supply of essential agricultural products [2] - Emphasis was placed on strengthening collaboration among departments to ensure effective autumn harvest and planting, while maintaining the supply and price stability of agricultural inputs [2] - Support for market-oriented entities to increase procurement efforts is crucial to safeguard farmers' income [2] Group 4: Environmental Monitoring - There is a call to accelerate the establishment of a modern ecological environment monitoring system, enhancing the integration of monitoring networks across various domains [3] - The meeting highlighted the need for improved monitoring standards and data quality management to support ecological civilization and the construction of a beautiful China [3]

Group 1: Logistics Cost Reduction - The meeting emphasized the importance of logistics in facilitating domestic circulation and developing a modern industrial system, calling for continuous efforts to reduce costs and improve efficiency in logistics [1] - There is a push to accelerate the construction of a modern logistics system that is safe, efficient, and integrates digital infrastructure, with a focus on enhancing multi-modal transport management [1] - Increased investment in logistics facilities and support for small and micro logistics enterprises is highlighted as essential for strengthening the logistics sector [1] Group 2: Green Trade Development - The development of green trade is identified as a key measure to optimize trade, achieve carbon neutrality goals, and build a strong trading nation [2] - The meeting called for the establishment of a comprehensive policy framework for green trade, enhancing collaboration with various sectors such as industry, technology, and finance [2] - There is an emphasis on improving the green and low-carbon development capabilities of foreign trade enterprises and establishing a public service platform for green trade [2] Group 3: Agricultural Production - The meeting noted that coordinated efforts in grain production across regions are expected to yield a good harvest this year, ensuring sufficient supply of essential agricultural products [2] - It stressed the importance of maintaining a bottom-line mindset and enhancing inter-departmental cooperation to support autumn harvest and planting [2] - The use of agricultural disaster relief funds and insurance claims is encouraged to mitigate losses for farmers [2] Group 4: Environmental Monitoring - The establishment of a modern ecological environment monitoring system is prioritized, with a focus on integrating monitoring networks and improving data quality management [2] Group 5: National Emblem Regulations - The meeting discussed the importance of the national emblem as a symbol of the state, emphasizing the need for strict adherence to regulations regarding its use in international exchanges [2]

Group 1 - The State Council meeting emphasized the importance of logistics in facilitating domestic circulation and developing a modern industrial system, aiming to reduce logistics costs and improve efficiency [1] - The meeting called for the construction of a modern logistics system that is safe, efficient, and integrates digital infrastructure, with a focus on investment in logistics facilities and enhancing multi-modal transport management [1] - The integration of artificial intelligence with logistics was highlighted as a key area for development, with a goal to enhance operational efficiency and re-engineer logistics processes [2] Group 2 - The development of green trade is seen as a crucial measure for optimizing trade, achieving carbon neutrality goals, and building a strong trade nation, with an emphasis on creating a supportive policy environment [2] - Green trade encompasses both the greening of trade products and processes, aiming for minimal environmental impact throughout the supply chain [3] - The significance of green trade lies in its potential to help achieve carbon neutrality, promote domestic industrial upgrades, and enhance China's position in the global green industry chain [3]

Core Viewpoint - The State Council of China is focusing on reducing logistics costs across the society, enhancing green trade, and improving agricultural production, as discussed in a recent meeting chaired by Premier Li Qiang [1] Group 1: Logistics Cost Reduction - The meeting emphasized the critical role of logistics in facilitating domestic circulation and developing a modern industrial system [1] - Continuous efforts will be made to reduce logistics costs while improving quality and efficiency [1] - Investment in logistics warehousing facilities will be increased [1] - There will be a push for open and interconnected logistics data [1] - Support for logistics companies, especially small and micro enterprises, will be enhanced through short-term financing [1] Group 2: Green Trade and Agricultural Production - Measures to expand green trade were discussed, although specific details were not provided in the summary [1] - Further efforts to ensure effective grain and agricultural production were also part of the meeting agenda [1] Group 3: Regulatory Developments - The meeting reviewed and approved the draft of the Ecological Environment Monitoring Regulations [1] - The revised draft of the Measures for the Use of the National Emblem was also discussed [1]

Group 1: Logistics and Supply Chain - The meeting emphasized the importance of logistics in facilitating domestic circulation and developing a modern industrial system, calling for continuous efforts to reduce costs and improve efficiency in logistics [1] - There is a push to accelerate the construction of a modern logistics system that is safe, efficient, and integrates digital infrastructure, with a focus on enhancing multi-modal transport management [1] - Investment in logistics facilities and support for small and micro logistics enterprises will be increased to strengthen the logistics sector [1] Group 2: Green Trade Development - The development of green trade is identified as a key measure to optimize trade, achieve carbon neutrality goals, and build a strong trade nation [2] - The meeting called for the establishment of a comprehensive policy framework for green trade, enhancing collaboration with various sectors such as industry, technology, and finance [2] - Efforts will be made to improve the green and low-carbon development capabilities of foreign trade enterprises and to establish standards for green products and technologies in line with international practices [2] Group 3: Agricultural Production - The meeting noted that grain production is expected to be abundant this year, with sufficient supply of essential agricultural products [2] - There is a focus on ensuring the supply and price stability of agricultural inputs like seeds and fertilizers, as well as supporting market entities in increasing procurement [2] - Agricultural disaster relief funds will be utilized to mitigate losses for farmers due to disasters [2] Group 4: Environmental Monitoring - The establishment of a modern ecological environment monitoring system is a priority, with an integrated monitoring network being developed to support ecological civilization efforts [2] Group 5: National Symbol Regulations - The meeting highlighted the importance of the national emblem as a symbol of the state, emphasizing the need for strict adherence to regulations regarding its use in international exchanges [2]

Group 1: Logistics and Trade - The logistics sector plays a crucial role in facilitating domestic circulation and developing a modern industrial system, emphasizing the need for cost reduction and efficiency improvement in logistics [2] - The development of green trade is identified as a key measure to optimize trade, support carbon peak and carbon neutrality goals, and accelerate the establishment of a strong trading nation [3] - Investment in logistics and warehousing facilities is essential, with a focus on optimizing layout, enhancing functionality, and accelerating the construction and upgrading of digital logistics infrastructure [4] Group 2: Green Trade Policies - There is a need to enhance the policy framework for green trade, ensuring coordination with industrial, technological, fiscal, and financial policies to create a favorable environment for green trade development [5] - Efforts should be made to improve the green and low-carbon development capabilities of foreign trade enterprises, encouraging them to adopt green design and production practices [5] - Expanding the import and export of related products and technologies, along with strengthening international communication, is vital for establishing standards for green and low-carbon products, technologies, and services that align with international practices [6] Group 3: Agricultural Production - Collaboration among various regions and departments has been effective in ensuring grain production, with expectations for a bumper harvest this year and sufficient supply of essential agricultural products [7] - Continued efforts are necessary for autumn harvest and planting, ensuring the supply and price stability of seeds, fertilizers, and other agricultural materials [9] - Utilizing agricultural disaster relief funds and ensuring effective insurance claims are crucial for mitigating farmers' losses due to disasters [9] Group 4: Environmental Monitoring - The establishment of a modern ecological environment monitoring system is prioritized, which includes a comprehensive monitoring network and improved standards and quality management for monitoring data [8] - Strengthening the awareness of citizens and organizations regarding the national emblem is emphasized, ensuring its proper use in international exchanges to maintain constitutional authority and national image [8]